Q2 2024 |
117 |
$602M |
+$14.5M |
-$60M |
-$45.5M |
SPY, IEFA, VYM, IVV, WFCPRL
|
13F-HR |
8/7/2024, 08:25 PM |
Q1 2024 |
90 |
$646M |
+$34.9M |
-$48.8M |
-$13.9M |
SPY, IVV, IEFA, VYM, WFCPRL
|
13F-HR |
5/15/2024, 04:08 PM |
Q4 2023 |
115 |
$621M |
+$33.4M |
-$84.3M |
-$50.9M |
SPY, IVV, IEFA, VYM, WFCPRL
|
13F-HR |
2/14/2024, 04:48 PM |
Q3 2023 |
111 |
$610M |
+$12.9M |
-$68.2M |
-$55.4M |
SPY, IVV, IEFA, WFCPRL, VYM
|
13F-HR |
11/14/2023, 04:46 PM |
Q2 2023 |
101 |
$690M |
+$17.6M |
-$19.8M |
-$2.2M |
SPY, IVV, IEFA, DVY, WFCPRL
|
13F-HR |
8/14/2023, 04:18 PM |
Q1 2023 |
101 |
$672M |
+$77.1M |
-$5.38B |
-$5.31B |
SPY, IVV, IEFA, DVY, WFCPRL
|
13F-HR |
5/15/2023, 04:51 PM |
Q4 2022 |
117 |
$5.42B |
+$65.8M |
-$713M |
-$647M |
AAPL, CVX, BAC, HPQ, SPY
|
13F-HR |
2/14/2023, 04:33 PM |
Q3 2022 |
184 |
$5.88B |
+$370M |
-$143M |
+$227M |
AAPL, BAC, USB, CVX, HPQ
|
13F-HR |
11/14/2022, 04:37 PM |
Q2 2022 |
178 |
$5.92B |
+$851M |
-$5.07M |
+$846M |
AAPL, USB, BAC, HPQ, CVX
|
13F-HR |
8/15/2022, 05:10 PM |
Q1 2022 |
161 |
$6.31B |
+$45.4M |
-$16.6M |
+$28.8M |
AAPL, USB, BAC, SPY, BK
|
13F-HR |
5/16/2022, 04:32 PM |
Q4 2021 |
170 |
$6.51B |
+$57.6M |
-$70.7M |
-$13.1M |
AAPL, BAC, USB, BK, SPY
|
13F-HR |
2/14/2022, 04:38 PM |
Q3 2021 |
172 |
$5.73B |
+$58.3M |
-$9.37M |
+$48.9M |
AAPL, USB, BAC, SPY, BK
|
13F-HR |
11/15/2021, 04:52 PM |
Q2 2021 |
149 |
$5.52B |
+$15.3M |
-$36.8M |
-$21.5M |
AAPL, USB, BAC, SPY, BK
|
13F-HR |
8/16/2021, 04:35 PM |
Q1 2021 |
167 |
$5.1B |
+$24.9M |
-$30.3M |
-$5.33M |
AAPL, USB, BAC, SPY, BK
|
13F-HR |
5/17/2021, 05:13 PM |
Q4 2020 |
154 |
$4.94B |
+$52.6M |
-$39.9M |
+$12.7M |
AAPL, USB, BAC, SPY, BK
|
13F-HR |
2/16/2021, 05:01 PM |
Q3 2020 |
155 |
$4.17B |
+$1.76B |
-$221M |
+$1.54B |
AAPL, USB, BAC, SPY, BK
|
13F-HR |
11/16/2020, 05:06 PM |
Q2 2020 |
153 |
$4.07B |
+$7.24M |
-$895M |
-$888M |
AAPL, USB, BAC, WFC, SPY
|
13F-HR |
8/14/2020, 05:51 PM |
Q1 2020 |
154 |
$4.18B |
+$26.2M |
-$24.2M |
+$2.01M |
AAPL, WFC, USB, BAC, BK
|
13F-HR |
5/15/2020, 04:34 PM |
Q4 2019 |
160 |
$6.13B |
+$29.4M |
-$119M |
-$90.1M |
AAPL, WFC, USB, BAC, BK
|
13F-HR |
2/14/2020, 04:52 PM |
Q3 2019 |
164 |
$5.42B |
+$17.4M |
-$12.9M |
+$4.5M |
AAPL, WFC, USB, BAC, BK
|
13F-HR |
11/14/2019, 04:12 PM |
Q2 2019 |
164 |
$5.11B |
+$10M |
-$199M |
-$189M |
AAPL, WFC, USB, BAC, BK
|
13F-HR |
8/14/2019, 04:42 PM |
Q1 2019 |
166 |
$5.19B |
+$34.9M |
-$50M |
-$15.1M |
WFC, AAPL, USB, BAC, BK
|
13F-HR |
5/15/2019, 04:49 PM |
Q4 2018 |
168 |
$4.75B |
+$19.8M |
-$188M |
-$168M |
WFC, AAPL, USB, BAC, BK
|
13F-HR |
2/14/2019, 04:24 PM |
Q3 2018 |
220 |
$5.85B |
+$903M |
-$939M |
-$35.9M |
AAPL, WFC, USB, BAC, BK
|
13F-HR |
11/14/2018, 04:21 PM |
Q2 2018 |
219 |
$5.54B |
+$50.7M |
-$55.9M |
-$5.16M |
WFC, AAPL, USB, BAC, USG
|
13F-HR |
8/14/2018, 04:33 PM |
Q1 2018 |
153 |
$5.36B |
+$829M |
-$14.1M |
+$815M |
WFC, AAPL, USB, BAC, USG
|
13F-HR |
5/15/2018, 04:36 PM |
Q4 2017 |
153 |
$4.78B |
+$23.4M |
-$28.9M |
-$5.58M |
WFC, USB, AAPL, BAC, VRSK
|
13F-HR |
2/14/2018, 04:54 PM |
Q3 2017 |
147 |
$4.41B |
+$1.23B |
-$3.99M |
+$1.22B |
WFC, USB, AAPL, BAC, VRSK
|
13F-HR |
11/14/2017, 04:28 PM |
Q2 2017 |
151 |
$3.13B |
+$10.8M |
-$2.92B |
-$2.91B |
WFC, USB, VRSK, USG, GS
|
13F-HR |
8/14/2017, 04:25 PM |
Q1 2017 |
183 |
$6.06B |
+$2.3B |
-$9.42M |
+$2.29B |
WFC, USB, AAPL, GS, VRSK
|
13F-HR |
5/15/2017, 04:23 PM |
Q4 2016 |
216 |
$3.62B |
+$475M |
-$24.1M |
+$451M |
WFC, USB, AAPL, VRSK, USG
|
13F-HR |
2/14/2017, 04:09 PM |
Q3 2016 |
165 |
$2.71B |
+$25.2M |
-$70.9M |
-$45.7M |
WFC, USB, VRSK, USG, SPY
|
13F-HR |
11/14/2016, 04:35 PM |
Q2 2016 |
147 |
$2.78B |
+$12.1M |
-$490M |
-$478M |
WFC, USB, VRSK, USG, SPY
|
13F-HR |
8/15/2016, 04:07 PM |
Q1 2016 |
150 |
$3.23B |
+$12.6M |
-$663M |
-$651M |
WFC, USB, WMT, VRSK, USG
|
13F-HR |
5/16/2016, 04:02 PM |
Q4 2015 |
153 |
$4B |
+$30.1M |
-$87.5M |
-$57.4M |
WFC, USB, SYA, WMT, VRSK
|
13F-HR |
2/16/2016, 04:01 PM |
Q3 2015 |
148 |
$3.96B |
+$44.6M |
-$23.8M |
+$20.8M |
WFC, USB, SYA, WMT, VRSK
|
13F-HR |
11/16/2015, 08:29 AM |
Q2 2015 |
160 |
$4.04B |
+$25.5M |
-$42.6M |
-$17.2M |
WFC, USB, WMT, SYA, VRSK
|
13F-HR |
8/14/2015, 05:26 PM |
Q1 2015 |
173 |
$4.08B |
+$65.7M |
-$13M |
+$52.7M |
WFC, USB, WMT, SYA, VRSK
|
13F-HR |
5/15/2015, 04:07 PM |
Q4 2014 |
140 |
$4.06B |
+$23.5M |
-$311M |
-$287M |
WFC, USB, WMT, SYA, VRSK
|
13F-HR |
2/17/2015, 04:06 PM |
Q3 2014 |
144 |
$4.12B |
+$14.5M |
-$47.9M |
-$33.5M |
WFC, USB, WMT, SYA, VRSK
|
13F-HR |
11/14/2014, 04:11 PM |
Q2 2014 |
144 |
$4.2B |
+$102M |
-$27.3M |
+$74.4M |
WFC, USB, WMT, SYA, VRSK
|
13F-HR |
8/14/2014, 04:17 PM |
Q1 2014 |
125 |
$3.98B |
+$24.1M |
-$43M |
-$18.9M |
WFC, USB, WMT, SYA, VRSK
|
13F-HR |
5/15/2014, 04:10 PM |
Q4 2013 |
125 |
$3.84B |
$0 |
$0 |
|
WFC, USB, WMT, SYA, VRSK
|
13F-HR |
2/14/2014, 04:26 PM |